If you would like to process a pre-authorization, you can do so using the Helcim Payments App.
Process a Pre-Authorization
There are two ways to process a pre-authorization through the Helcim App.
Through the Point Of Sale
To start, open the POS in your Helcim App.
Enter the amount you wish to authorize and select Pre-authorization as the payment method.
Enter the card details through manual entry. Currently pre-authorizations can only be captured by manually entering card details, not through the Helcim Card Reader.
Click on process to complete the pre-authorization. Once processed, you will have seven days to capture the transaction before the pre-authorization expires. To capture the transaction, follow the instructions here.
Through My Transactions
Begin by clicking on My Transactions from the home page, or by clicking on Transactions from the bottom menu.
Or
You will now complete the transaction using the Virtual Terminal by clicking on New Payment and Make New Payment in the top right-hand corner of your screen.
For the transaction type, you will want to select Pre-Authorization, you can then enter the rest of the transaction and customer information.Once you process the transaction it will show as an approved PREAUTH if the transaction was successful.
Pre-Authorizations
Please note that pre-authorized transactions are only valid for 7-days, after which time they will expire. If it has been more than 7 days from when you processed a pre-authorization, the CAPTURE option will no longer appear in the action menu.
Capture a Pre-Authorized Transaction
If you want to capture a pre-authorized transaction you can do so by going to the My Transactions section of the Helcim Payments App and selecting the transaction you want to capture.
Once you have opened up the transaction information, click on the three dots to open the dropdown menu in the top right-hand corner. Click on Capture.
Confirm the amount you want to capture, this will be pre-filled with the original amount of the pre-authorization but you can edit it if needed. Once you have confirmed the amount is correct, click on Process.The transaction will now show as a CAPTURE in your transaction list. You will also still be able to see the original pre-auth as well.
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Once you have opened up the transaction information, click on the three dots to open the dropdown menu in the top right-hand corner. Click on Capture..jpg)
Confirm the amount you want to capture, this will be pre-filled with the original amount of the pre-authorization but you can edit it if needed. Once you have confirmed the amount is correct, click on Process..jpg)
The transaction will now show as a CAPTURE in your transaction list. You will also still be able to see the original pre-auth as well. 